See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $37,909 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 27 · EIN 95-2834236 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $32,161 |
Service code 26 · EIN 26-4311657 6504 BRIDGEPORT PARKWAY STE 450 · AUSTIN, TX 78730 | Advisory (Participants) | $5,703 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,327 | $72,554+30.0% | $138,135-31.7% | $73,488+28.4% |
| Participation rate | 87.9% | 74.8%+13.1pp | 78.7%+9.2pp | 70.7%+17.2pp |
| Annual return | 22.00% | 17.50%+4.5pp | 20.51%+1.5pp | 28.51%-6.5pp |
| Employer contribution / active EE | $2,240 | $3,511-36.2% | $5,587-59.9% | $2,270-1.3% |
| Participant deferral / active EE | $4,753 | $4,908-3.2% | $6,431-26.1% | $3,740+27.1% |
| Admin fee / account holder | $284 | $464-38.9% | $11,856-97.6% | $513-44.7% |